Inca Clinic allows you to add, remove and change the location of certain fields that appear on some of the screens. You can even make certain fields required, so that a value has to be input. The ability to change the layout of certain pages is one of the features and benefits of using the underlying Salesforce.com platform.
Salesforce provides documentation on this feature here and this Editing Page Layout video takes you through the principles of changing the layout of a page. There is also a 1 minute introductory video on the Page Layout editor. See the image below.
Feature Upgrades: Sometimes new features in Inca Clinic require additional fields to be visible on a page. If this is the case we will assist you in making the changes at no expense, just email support@incaplex.com.
Inca Clinic provides a lot of flexibility but we recognise that taking advantage of these features requires a certain amount of technical skill. We provide a customization service through which we can help you configure Inca Clinic to suit your requirements. If you would like more information, please email sales@incaplex.com.
If you feel comfortable making the adjustments, the rest of this help page outlines the steps involved.
When the editor appears, watch the short video to get some basic instructions.
It is possible to edit the layout of the patient record page. However, you must access the page layout editor in a different way:
A Related Lists displays records that are associated with the record you are currently viewing. For example, on the Accounts page you can see all Invoices, Credit Notes and Sales Ledger entries associated with the Account; these are Related Lists.
You can reorder, add and remove related lists to suit your preferences. You can also add, remove and order the fields that appear on the related lists.
The above image shows the related list in the Page Layout designer.
NOTE: You can add buttons to the related lists to allow for the creation of new records. This may not be appropriate in all cases; please contact support@incaplex.com for advice.